U.S. Hotel and Resort REITs Stock News

Generac Holdings (GNRC) caught investor attention after its late July 2026 update, which combined second quarter earnings figures with a decision to maintain full year net sales growth guidance in the mid to high teens range. See our latest analysis for Generac Holdings. Despite the strong July guidance and earnings update, Generac Holdings shares have been choppy, with the stock down 15.67% on a 30 day share price basis but still up 54.08% year to date and posting a 103.66% total shareholder...

In July 2026, SkyWest, Inc. reported second-quarter 2026 results showing revenue rising to US$1,102.75 million from US$1,035.23 million a year earlier, while net income declined to US$100.7 million from US$120.27 million and diluted EPS from continuing operations eased to US$2.54 from US$2.91. Over the same period, SkyWest also disclosed that it had repurchased 832,856 shares in the quarter and 7,291,575 shares since May 2023 for a total of US$436.81 million, shrinking its share count by...

In late July 2026, UFP Industries, Inc. reported past second-quarter results showing sales of US$1,882.94 million, up from US$1,835.37 million a year earlier, while net income declined to US$82.87 million and basic earnings per share from continuing operations eased to US$1.48. Alongside softer profitability, UFP Industries completed share repurchases totaling 3,573,920 shares for US$315.81 million across two buyback authorizations, materially reducing its share count. We’ll now explore...

Pilgrim's Pride (PPC) recently reported second quarter 2026 results that showed lower sales and a sharp drop in net income compared with the same period last year. That shift in profitability is now a central focus for investors. See our latest analysis for Pilgrim's Pride. The earnings announcement appears to have been a key driver of recent sentiment, with Pilgrim's Pride recording a 1-day share price return of down 1.41% and a year to date share price return of down 33.33%, while the...

Why Genesis Energy earnings have investors paying attention Genesis Energy (GEL) reported second quarter 2026 sales of US$532 million and net income of US$42.86 million, compared with sales of US$377.35 million and a net loss of US$0.41 million a year earlier. See our latest analysis for Genesis Energy. Despite the stronger recent earnings, Genesis Energy’s share price has been mixed, with a 30 day share price return of 4.65% but a year to date decline of 6.42%. The longer term picture is...

AAON (AAON) drew fresh investor attention after management raised its 2026 revenue outlook for the BASX division to about US$1.0b from US$715m, citing stronger demand from AI focused data center projects. See our latest analysis for AAON. AAON's share price has been choppy around the AI data center story, with a 7 day share price return of 9.76% but a 90 day share price return that is down 27.93%, while the 5 year total shareholder return of 106.49% points to meaningfully stronger long term...

In late July 2026, The Ensign Group, Inc. reported past second-quarter 2026 results showing higher revenue and net income year over year, and the company raised its full-year 2026 earnings guidance to US$7.75–US$7.85 per diluted share on revenue of US$5.87–US$5.92 billion. An interesting takeaway is that the midpoint of Ensign’s updated earnings guidance implies very large growth over 2024 and solid improvement over 2025, underscoring management’s increased confidence in the business for...

Argan (AGX) is back in focus after its subsidiary Southern Maryland Cable acquired Connecticut based ValCor Communications, extending the Teledata business into New England and adding customers across defense, aerospace, healthcare, banking, education, and technology. See our latest analysis for Argan. Against this acquisition backdrop, Argan’s share price has been volatile in recent months, with a 7 day share price return of 22.23% after a period where the 30 day share price return declined...

In late July 2026, Lam Research reported fourth-quarter sales of US$6,722.24 million and full-year sales of US$23,232.69 million, alongside issuing guidance for September 2026 revenue of about US$8.10 billion with a U.S. GAAP operating margin near 39.5% and diluted EPS around US$2.15. The results and guidance highlight how AI-driven semiconductor demand and expanded fab investment are supporting higher revenues, profitability and visibility for Lam’s equipment and services business. Next,...

How Starwood Property Trust Stock Has Been Performing Starwood Property Trust (STWD) has attracted attention after a period of weaker share performance, with the stock down about 3% over the past month and about 10% over the past 3 months. Over a longer horizon, the picture is mixed. Total return is down about 7% over the past year and down about 12% year to date, yet remains positive over the past 3 and 5 years. See our latest analysis for Starwood Property Trust. At a share price of $16.21,...

Wayfair reported past second-quarter 2026 results with sales of US$3.52 billion, up from US$3.27 billion a year earlier, while swinging from a US$15 million net profit to a small US$1 million net loss. The company’s strongest U.S. growth since the pandemic, driven by higher-income shoppers and over 35% growth at luxury brand Perigold, underpinned its best free cash flow since 2020 and ongoing expansion of physical stores. We’ll now examine how Wayfair’s strongest post-pandemic U.S. revenue...

Murphy USA stock has delivered very strong returns over the past five years, yet both its Discounted Cash Flow (DCF) intrinsic value estimate and market based multiples currently indicate the shares trade at a premium. Murphy USA has returned 295.3% over the past five years, which puts extra focus on whether the current share price still reflects a reasonable long term cash flow outlook. Expectations for continued cash generation from its fuel and convenience retail network can support the...

PepsiCo stock has delivered a decline of 16.2% over the past three years, yet current valuation checks suggest the shares may now be trading below an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and earnings multiples. Over the last three years, PepsiCo has produced a decline of 16.2%, which raises the question of whether recent weakness has already priced in a lot of bad news. PepsiCo's work with suppliers on lower carbon inputs, such as the environmental...

In early August 2026, Shoals Technologies Group reported second-quarter 2026 results showing sales rising to US$163.37 million from US$110.84 million a year earlier, while net income eased to US$12.14 million from US$13.86 million, and reaffirmed full-year 2026 revenue guidance of US$600 million to US$640 million alongside third-quarter guidance of US$150 million to US$170 million. At the same time, Shoals announced a Memorandum of Understanding with TerraFlow Energy to pair its PowerHub and...

Kennametal Inc. recently reported fourth-quarter 2026 results showing sales of US$736.61 million and net income of US$226.98 million, alongside issuing fiscal 2027 guidance that projects quarterly sales of US$745 million to US$775 million and full-year sales of US$3.33 billion to US$3.45 billion with neutral foreign exchange impact. The company also declared a US$0.20 quarterly dividend and announced Joseph Alvarado as incoming chairman, underscoring a combination of earnings strength,...

Q2 earnings beat and guidance lift put O'Reilly Automotive in focus O'Reilly Automotive (ORLY) drew fresh attention after reporting Q2 2026 sales of US$4.89b, an 8.1% year on year increase, and raising its full year revenue outlook alongside firmer professional segment demand. See our latest analysis for O'Reilly Automotive. The latest Q2 beat and guidance lift come after a mixed stretch for O'Reilly Automotive investors, with a 10.9% 1 month share price return contrasting with a 10.5%...

Establishment Labs Holdings (ESTA) drew investor attention on 6 August 2026 after reporting second quarter results with higher sales, a smaller net loss than a year earlier, and raised full year revenue guidance. See our latest analysis for Establishment Labs Holdings. Despite the earnings beat and raised guidance on 6 August 2026, Establishment Labs Holdings shares closed at US$91.25 after a 1 day share price return that declined 3.55%. However, the 90 day share price return of 26.68% and 1...

In late July 2026, Mid-America Apartment Communities reported second-quarter results with modest sales growth to US$555.13 million and higher quarterly net income, but weaker first-half earnings compared with a year earlier. On the same day, the company lowered its full-year 2026 diluted EPS guidance range to US$3.96–US$4.20 from US$4.18–US$4.50, while also completing a US$150 million buyback that retired 1% of its shares since 2015. Now we’ll examine how the reduced 2026 earnings guidance...

A surge of cargo is racing through West Coast ports ahead of a July 2026 tariff deadline, and that rush is quietly reshaping where money moves in the market. Companies tied to this import wave could see very different fortunes from those left on the sidelines, which creates a window you may not want to miss. This article walks through 3 stocks exposed to this trade shock and how each could be affected. Expeditors International of Washington (EXPD) Overview: Expeditors International of...

In the past quarter, Royal Gold, Inc. reported second-quarter 2026 sales of US$450.54 million and net income of US$236.39 million, with basic earnings per share from continuing operations rising to US$2.78. Over the first half of 2026, the company’s sales more than doubled to US$919.66 million and management issued full-year volume guidance across gold, silver, and copper, signaling confidence in its diversified metals portfolio. We’ll now examine how this sharp earnings growth and...

Arcutis Biotherapeutics, Inc. recently reported that chief commercial officer L. Todd Edwards will resign in August 2026, while also posting second-quarter 2026 revenue of US$129.86 million and net income of US$15.01 million and raising full-year 2026 net product sales guidance to US$525 million–US$540 million. An interesting aspect is that Arcutis is turning profitable and lifting its outlook at the same time it brings in seasoned commercial leader Robert Lisicki, whose prior experience...

Corcept Therapeutics stock has delivered a very large 5 year return, yet its recent valuation checks suggest the shares are not an obvious bargain at today's level. Over the past 5 years, Corcept Therapeutics has returned about 4.4x, which sets a high bar for any further upside to be justified by fundamentals. Investor focus is currently on how demand for the company’s treatments and late stage pipeline can support future revenue, while execution and clinical outcomes across those programs...

Trimble stock has delivered a decline of 34.2% over the past five years, yet the latest intrinsic value work using a Discounted Cash Flow (DCF) approach suggests the shares may still be trading at a sizeable discount to that estimate, even though market based multiples look roughly in line with peers. Over the last five years, Trimble has fallen 34.2%, which means long term holders have seen a material erosion in capital that puts extra focus on whether the current price offers a margin of...

Cirrus Logic reported past first-quarter fiscal 2027 results, with revenue rising to US$459.72 million and net income reaching US$76.85 million, alongside guidance for second-quarter revenue of US$510 million to US$570 million. The company paired record earnings with continued share repurchases and a US$467.57 million shelf registration tied to an ESOP offering, underscoring parallel commitments to capital returns and employee ownership. Next, we’ll examine how record earnings and stronger...